JOHN MICHAEL PAZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MICHAEL PAZ FOUNDATION (EIN 27-6981716)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349101287
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:01:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276981716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3025524040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ARCIOLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3025524040 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,680,844 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,505,291 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $405,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $743,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,787,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,071 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,653,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,148,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,680 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,680 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,800 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $205,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,624,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,624,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,829,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,758,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,824,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,095,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,638,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,638,449 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $19,091,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,208,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,089,230 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,904,093 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,904,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,953,165 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,273,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,750,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,680,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,273,098 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,750,950 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,273,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,750,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,273,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,750,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,273,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,824,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,036 | OtherIncreasesAmt |
| Subtotal | $23,150,350 | SubtotalAmt |
| Other Decreases | $2,399,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,750,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 195. ALPHABET INC CL A | 2019-01-10 | 2024-03-28 | $29,326 | $3,794 | $25,532 | $25,532 | |
| 720. APPLE COMPUTER INC | 2011-01-11 | 2024-03-28 | $123,134 | $8,787 | $114,347 | $114,347 | |
| 1925. APPLE COMPUTER INC | 2011-01-11 | 2024-04-25 | $325,630 | $23,494 | $302,136 | $302,136 | |
| 19667.653 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-07-26 | $155,768 | $186,449 | -$30,681 | -$30,681 | |
| 20188.939 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-08-01 | $156,464 | $191,391 | -$34,927 | -$34,927 | |
| 46123.835 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-08-08 | $339,010 | $437,254 | -$98,244 | -$98,244 | |
| 71610.879 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-08-15 | $522,043 | $678,871 | -$156,828 | -$156,828 | |
| 32270.419 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-08-22 | $234,929 | $305,924 | -$70,995 | -$70,995 | |
| 13197.347 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-10-08 | 2024-09-12 | $97,579 | $125,111 | -$27,532 | -$27,532 | |
| 1501. COMCAST CORP CL A | 2010-03-22 | 2024-03-28 | $64,959 | $13,251 | $51,708 | $51,708 | |
| 160. KLA CORPORATION | 2018-10-10 | 2024-03-28 | $111,324 | $15,484 | $95,840 | $95,840 | |
| 95. NVIDIA CORP COM STK | 2019-02-01 | 2024-03-28 | $86,131 | $3,422 | $82,709 | $82,709 | |
| 85. UNITEDHEALTH GROUP INC | 2010-10-18 | 2024-03-28 | $41,900 | $3,088 | $38,812 | $38,812 | |
| 310. WASTE MANAGEMENT INC | 2009-05-11 | 2024-03-28 | $66,037 | $8,460 | $57,577 | $57,577 | |
| 835. WASTE MANAGEMENT INC | 2009-05-11 | 2024-04-25 | $175,975 | $22,412 | $153,563 | $153,563 | |
| 535. ZOETIS INC COM STK | 2014-01-22 | 2024-03-28 | $91,222 | $16,841 | $74,381 | $74,381 | |
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,673 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,816 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,816 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,589 | OverpaymentAmt |
| Applied To ES Tax | $15,228 | AppliedToESTaxAmt |
| Refund | $2,361 | RefundAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TRUST CO NA | BusinessNameLine1Txt |
| Business Name Line2 | OF DELAWARE NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3025524040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROWN BROTHERS HARRIMAN TR CO OF DE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $130,680 | CompensationAmt |
| 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 |
| 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 | $32,235,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $934,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,169,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,169,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $497,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,672,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,633,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,633,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,227 | TotalTaxAmt |
| Distributable Before Adj | $1,618,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,618,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,618,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,758,745 | 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 | $1,758,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,618,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,172 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $638,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,748,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,416,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,758,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,618,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,556,668 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,556,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,172 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $638,582 | ExcessFromYear2Amt |
| Excess From Year1 | $1,748,551 | ExcessFromYear1Amt |
| Excess From Current Year | $140,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PHILADELPHIA POLICE FOUNDATION | |||||||
| PO BOX 22404 | PHILADELPHIA | PA | 19110 | NONE | PC | GENERAL OPERATING | $10,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $60,000 |
| DICKINSON COLLEGE | |||||||
| P O BOX 1773 | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $500,000 |
| FIRST RESPONSE TEAM OF AMERICA | |||||||
| 1060 N CHARLOTTE STREET | LANCASTER | PA | 17603 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GRAND PIANO SERIES INC | |||||||
| 3330 CROSSINGS COURT 301 | BONITA SPRINGS | FL | 34134 | NONE | PC | GENERAL | $5,000 |
| INSPIRA HEALTH FOUNDATION | |||||||
| 159 BRIDGETON PIKE | MULLICA HILL | NJ | 08062 | NONE | PC | GENERAL | $300,000 |
| LAUREL HOUSE | |||||||
| 180 WEST GERMANTOWN PIKE STE 2 | EAST NORRITON | PA | 19401 | NONE | PC | GENERAL SUPPORT | $25,000 |
| LOVE THEM ALL SANCTUARY AND RESCUE | |||||||
| 11728 E TURQUOISE AVE | SCOTTSDALE | AZ | 85259 | NONE | PC | GENERAL OPERATING | $7,500 |
| MAGEE REHABILITATION HOSPITAL FOUNDATION | |||||||
| 1513 RACE ST | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL | $10,000 |
| MANNA | |||||||
| 420 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MISSION KIDS CHILD ADVOCACY CTR | |||||||
| 180 WEST GERMANTOWN PIKE | EAST NORRITON | PA | 19401 | NONE | PC | GENERAL | $10,000 |
| NAVAL WAR COLLEGE FOUNDATION | |||||||
| 686 CUSHING ROAD | NEWPORT | RI | 028411213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| NCH HEALTHCARE SYSTEM | |||||||
| 350 7TH ST N | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSE | $7,500 |
| PAWS AND AFFECTION INC | |||||||
| PO BOX 138 | NARBETH | PA | 19072 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PHILADELPHIA FILM SOCIETY | |||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SEACREST COUNTRY DAY SCHOOL | |||||||
| 7100 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PC | GENERAL SUPPORT | $184,100 |
| STARABILITY FOUNDATION | |||||||
| 720 GOODLETTE-FRANK RD N STE 400 | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSE | $150,000 |
| THE BOYS & GIRLS CLUB OF GLOUCESTER CNTY | |||||||
| PO BOX 742 | GLASSBORO | NJ | 08028 | NONE | PC | GENERAL SUPPORT | $100,000 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSES | $50,000 |
| THE JOSEPH FUND OF CAMDEN | |||||||
| PO BOX 7 | MULLICA HILL | NJ | 08062 | NONE | PC | GENERAL | $10,000 |
| TSC ALLIANCE | |||||||
| 8737 COLESVILLE RD STE 400 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING | $10,000 |
| 2L FOUNDATION INC | |||||||
| 6305 NAPLES BLVD 1072 | NAPLES | FL | 34109 | NONE | PC | GENERAL SUPPORT | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,624,100 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,190 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $743,071 | 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 | $1,148,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148,261 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | JOHN M PAZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 3RD AVE S 507 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,505,291 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,751 SHARES NVIDIA CORP $1,416,874.29 2,735 SHARES BROADCOM, LTD $609,412.70 628 SHARES ELI LILLY | NoncashPropertyDesc |
| Fair Market Value | $2,505,291 | FairMarketValueAmt |
| Received | 2024-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,965 | Amt |
| Disbursements Charitable Prps | $3,965 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FUND CL N | BondNm |
| EOY Book Value | $1,904,093 | EOYBookValueAmt |
| EOYFMV | $1,953,165 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZOETIS INC COM STK | $209,836 | $1,107,435 |
| WASTE MANAGEMENT INC | $82,054 | $616,872 |
| ALPHABET INC CL C | $33,788 | $461,892 |
| KLA-TENCOR CORP | $182,048 | $1,250,788 |
| AKRE FOCUS FUND-SUPRA INST | $1,601,570 | $3,312,792 |
| CLARKSTON FOUNDERS FUND - FOUN | $1,900,000 | $1,952,509 |
| CLARKSTONE SERIES TRUST CLARKS | $820,000 | $1,120,514 |
| BBH PARTNER FUND - SMALL CAP | ||
| APPLE COMPUTER INC | $82,332 | $1,733,407 |
| SPDR TR UNIT SER 1 | $11,553,449 | $16,307,676 |
| UNITEDHEALTH GROUP INC | $39,491 | $549,870 |
| NVIDIA CORP COM STK | $82,785 | $3,056,575 |
| COMCAST CORP CL A | ||
| BLINKTBI, INC. WARRANTS | $1 | $1 |
| BLINKTBI, INC. SERIES C PREFER | $500,000 | $500,000 |
| ELI LILLY & CO | $67,799 | $484,816 |
| BROADCOM INC COM STK | $53,255 | $634,082 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV TO COST BASIS ADJ ON CONTRIBUTIONS | $2,344,708 |
| ROUNDING | $1 |
| 2024 TRANSACTION POSTED IN 2025 | $54,691 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTION POSTED IN 2024 | Desc |
| Amt | $53,036 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $52,791 | Amt |
| Net Investment Income | $52,791 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT - PRIOR YE | CategoryTxt |
| Amt | $17,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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