STONELEIGH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STONELEIGH FOUNDATION (EIN 37-1526458)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-11
- IRS object ID
- 201640429349100204
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-11T08:30:30-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371526458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONELEIGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 2157357080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET NO 1130 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE BLOOM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157357080 | PhoneNum |
| Signature | 2016-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,947,921 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,529,514 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,930 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $72,930 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $191,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,767 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $191,767 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $936,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $936,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $936,933 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,731,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,201,630 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $264,697 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,461 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,461 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $278,168 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $277,204 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,509 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,574 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,066 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,066 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,552 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $84,805 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,103 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $31,449 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,971 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $39,652 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,044 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,886 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,769 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,914 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,998 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $861,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $84,805 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $767,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $508,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,342,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,370,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $84,805 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,109,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,360,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,116,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179,892 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $324,438 | CashBOYAmt |
| Cash EOY | $82,058 | CashEOYAmt |
| Cash EOYFMV | $82,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,098,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,689,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,689,285 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $70,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $70,000,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $70,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $70,000,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $18,896 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,158 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,158 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $792,298 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,136,813 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,115,941 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,103,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,841,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,403,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,570,875 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,630,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,590,302 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $70,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,555 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,282 | LandBOYAmt |
| Land EOY | $48,074 | LandEOYAmt |
| Land EOYFMV | $48,074 | LandEOYFMVAmt |
| Total Assets BOY | $81,910,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,447,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,947,921 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,032 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $74,647 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,354,317 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,520,821 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $45,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,450,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,626,468 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,459,893 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,820,786 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $70,000,000 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $70,000,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,459,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,820,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,910,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,447,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,459,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,360,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,820,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,820,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NET GAIN LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $936,933 | GrossSalesPriceAmt |
| Gain Or Loss | $936,933 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $936,933 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $936,933 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,119,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,226,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.160225 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,819,832 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,269,324 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,354,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,892,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,838,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,060,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.202860 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,538,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $202,050 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.614204 | DistributionYr5Rt |
| Total Distribution | 8.239508 | TotalDistributionRt |
| Average Distribution | 1.647902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,352,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,299,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,310,392 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,157,215 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,512 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,512 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,825 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STONELEIGHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157357080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET NO 1130 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLE HAAS GRAVAGNO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | CHAIR | 2.00 | $0 | $0 | $0 |
| MORRISON C HUSTON JR | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | TREASURER | 1.00 | $0 | $0 | $0 |
| DARLYNE BAILEY | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAUL DILORENZO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL EMIG | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HAAS | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE HANRAHAN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRAZIERITA D KLASEN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID M RUBIN MD | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL SHAPIRO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURENCE STEINBERG PHD | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONNIE BLOOM | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | EXECUTIVE DIRECTOR | 37.50 | $160,515 | $20,946 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD GREENWALD | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | STONELEIGH FELLOW | 40.00 | $160,290 | $34,393 | $0 |
| DIANA MILLNER | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | SENIOR PROGRAM OFFIC | 40.00 | $103,453 | $23,598 | $0 |
| JODY GREENBLATT | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | STONELEIGH FELLOW | 40.00 | $95,175 | $18,204 | $0 |
| RUFUS SYLVESTER LYNCH | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | STONELEIGH FELLOW | 40.00 | $107,228 | $0 | $0 |
| BRITTANY ANUSZKIEWICZ | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | PROGRAM OFFICER | 40.00 | $88,443 | $8,304 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN OPERATING THE FELLOWSHIP PROGRAMS, THE CENTER SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION; -SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE; -MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. | Description1Txt |
| Expenses1 | $2,109,452 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,017,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,549,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,586,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,586,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,352,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,109,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $47,763 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,157,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,157,215 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-11-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $179,892 | CurrentYearAmt |
| Year1 | $180,632 | Year1Amt |
| Year2 | $221,882 | Year2Amt |
| Year3 | $192,603 | Year3Amt |
| Total | $775,009 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,908 | CurrentYearAmt |
| Year1 | $153,537 | Year1Amt |
| Year2 | $188,600 | Year2Amt |
| Year3 | $163,713 | Year3Amt |
| Total | $658,758 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,157,215 | CurrentYearAmt |
| Year1 | $2,119,178 | Year1Amt |
| Year2 | $1,819,832 | Year2Amt |
| Year3 | $1,354,496 | Year3Amt |
| Total | $7,450,721 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $822,781 | CurrentYearAmt |
| Year1 | $836,861 | Year1Amt |
| Year2 | $733,142 | Year2Amt |
| Year3 | $449,105 | Year3Amt |
| Total | $2,841,889 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,334,434 | CurrentYearAmt |
| Year1 | $1,282,317 | Year1Amt |
| Year2 | $1,086,690 | Year2Amt |
| Year3 | $905,391 | Year3Amt |
| Total | $4,608,832 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $511,746 | CurrentYearAmt |
| Year1 | $440,876 | Year1Amt |
| Year2 | $408,977 | Year2Amt |
| Year3 | $396,416 | Year3Amt |
| Total | $1,758,015 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONNIE BLOOM EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATIONS CORPORATE | AddressLine1Txt |
| Address Line2 | OFFICE | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157357080 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BRYN MAWR COLLEGE (RUFUS SYLVESTER LYNCH) | |||||||
| 1730 NORTH 71ST STREET | PHILADELPHIA | PA | 19151 | 509(A)(1) | RESEARCH FELLOWSHIP | $125,590 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (ROY WADE) | |||||||
| 3535 MARKET STREET SUITE 1453 | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $124,107 | |
| COMMUNITY LEGAL SERVICES (CLAIRE GRANDISON) | |||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | 509(A)(1) | RESEARCH FELLOWSHIP | $77,325 | |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE (THEODORE CORBIN) | |||||||
| 245 N 15TH STREET | PHILADELPHIA | PA | 19102 | 509(A)(1) | RESEARCH FELLOWSHIP | $135,000 | |
| DREXEL UNIVERSITY DEPARTMENT OF PSYCHOLOGY (NAOMI GOLDSTEIN) | |||||||
| 3141 CHESTNUT STREET SUITE 119 | PHILADELPHIA | PA | 19129 | 509(A)(1) | RESEARCH FELLOWSHIP | $130,333 | |
| EDUCATION LAW CENTER (ASHLEY SAWYER) | |||||||
| 1315 WALNUT STREET SUITE 400 | PHILADELPHIA | PA | 19107 | 509(A)(1) | RESEARCH FELLOWSHIP | $76,720 | |
| JUVENILE LAW CENTER'S YOUTH SPEAKERS BUREAU | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | 509(A)(1) | GRANT - PRACTITIONER FELLOWSHIP | $15,000 | |
| JODY GREENBLATT | |||||||
| 301 REX AVENUE | PHILADELPHIA | PA | 19118 | RESEARCH FELLOWSHIP | $124,632 | NONE | |
| RICHARD GREENWALD | |||||||
| 2210 DELANCEY PLACE | PHILADELPHIA | PA | 19105 | RESEARCH FELLOWSHIP | $210,216 | NONE | |
| NCCD (NICOLE PITTMAN) | |||||||
| 1970 BROADWAY SUITE 500 | OAKLAND | CA | 94612 | 509(A)(1) | RESEARCH FELLOWSHIP | $133,635 | |
| PHILADELPHIA YOUTH NETWORK | |||||||
| 1215 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19122 | INTERNSHIP | $1,700 | ||
| UNIVERSITY OF NEW HAMPSHIRE (LISA JONES) | |||||||
| 10 WEST EDGE DRIVE SUITE 106 | DURHAM | NC | 03824 | 509(A)(1) | RESEARCH FELLOWSHIP | $108,389 | |
| WORDSWORTH (KIRA SILK) | |||||||
| 3905 FORD ROAD | PHILADELPHIA | PA | 19131 | 509(A)(1) | RESEARCH FELLOWSHIP | $79,586 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,342,233 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BRYN MAWR COLLEGE (RUFUS SYLVESTER LYNCH) | |||||||
| 1730 NORTH 71ST STREET | PHILADELPHIA | PA | 19151 | 509(A)(1) | RESEARCH FELLOWSHIP | $113,734 | |
| CEASEFIRE (ABIGAIL THIBEAULT) | |||||||
| 1518 WALNUT STREET SUITE 502 | PHILADELPHIA | PA | 19102 | 509(A)(1) | RESEARCH FELLOWSHIP | $73,120 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (ROY WADE) | |||||||
| 3535 MARKET STREET SUITE 1453 | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $127,664 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (MEREDITH MATONE) | |||||||
| 34 ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $486,302 | |
| COMMUNITY LEGAL SERVICES (CLAIRE GRANDISON) | |||||||
| 1315 WALNUT STREET SUITE 400 | PHILADELPHIA | PA | 19107 | 509(A)(1) | RESEARCH FELLOWSHIP | $900 | |
| DREXEL UNIVERSITY DEPARTMENT OF PSYCHOLOGY (NAOMI GOLDSTEIN) | |||||||
| 3141 CHESTNUT STREET SUITE 119 | PHILADELPHIA | PA | 19129 | 509(A)(1) | RESEARCH FELLOWSHIP | $272,259 | |
| EDUCATION LAW CENTER (ASHLEY SAWYER) | |||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | 509(A)(1) | RESEARCH FELLOWSHIP | $77,366 | |
| HIAS-PA (CATHERINE FEELEY) | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | 509(A)(1) | RESEARCH FELLOWSHIP | $73,552 | |
| JUVENILE LAW CENTER'S YOUTH SPEAKERS BUREAU | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | 509(A)(1) | GRANT - PRACTITIONER FELLOWSHIP | $15,000 | |
| RICHARD GREENWALD | |||||||
| 2210 DELANCEY PLACE | PHILADELPHIA | PA | 19105 | RESEARCH FELLOWSHIP | $132,832 | NONE | |
| NCCD (NICOLE PITTMAN) | |||||||
| 1970 BROADWAY SUITE 500 | OAKLAND | CA | 94612 | 509(A)(1) | RESEARCH FELLOWSHIP | $137,577 | |
| RESEARCH FOR ACTION (ROGER CHU) | |||||||
| 100 SOUTH BROAD STREET SUITE 700 | PHILADELPHIA | PA | 19110 | 509(A)(1) | RESEARCH FELLOWSHIP | $75,040 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,585,346 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $936,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,201,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,201,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF CHARA C HAAS DECEASED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DECHERT LLP CIRA CENTER 2929 AR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,529,514 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FAIR MARKET VALUE OF ESTATE AT THE DATE OF DEATH | NoncashPropertyDesc |
| Fair Market Value | $2,525,514 | FairMarketValueAmt |
| Received | 2015-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT | CategoryTxt |
| Amt | $22,485 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,552 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS EQUIPMENT | 2007-07-01 | $21,437 | $20,344 | 3.000000000000 | $0 | $0 | $0 |
| FY2014 ADDITIONS - 2 LAPTOPS | 2014-01-01 | $1,429 | $240 | 3.000000000000 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $1,280,079 | $1,274,240 |
| FIXED INCOME MUTUAL FUNDS | $1,350,155 | $1,316,062 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $3,638,171 | $5,077,605 |
| EQUITY MUTUAL FUNDS | $4,203,461 | $4,325,497 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,136,813 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,115,941 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $10,066 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,066 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD EXPENSES | $1,575 | $0 | $0 | $1,568 |
| COMMUNITY SUPPORT/EVENTS | $12,757 | $0 | $0 | $15,384 |
| INSURANCE | $2,244 | $0 | $0 | $2,179 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $4,967 | $0 | $0 | $4,960 |
| OFFICE SUPPLIES | $14,162 | $0 | $0 | $11,760 |
| IT/NETWORK SUPPORTS | $6,652 | $0 | $0 | $6,652 |
| RELOCATION | $47,557 | $0 | $0 | $40,495 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $45,000 | BOYBookValueAmt |
| EOY Book Value | $31,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DISSEMINATION/PR/MARKETING | $19,500 | $0 | $0 | $26,525 |
| PENSION PLAN ADMIN | $2,549 | $0 | $0 | $2,549 |
| PAYROLL PROCESSING | $1,629 | $0 | $0 | $1,629 |
| INVESTMENT FEES | $84,805 | $84,805 | $84,805 | $0 |
| STRATGEY ASSESSMENT | $26,400 | $0 | $0 | $26,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $33,170 | $0 | $0 | $31,449 |
| FEDERAL EXCISE TAX ON INVESTMENTS | $8,350 | $0 | $0 | $0 |
Comments