LAWRENCE AND CAROL POLLOCK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE AND CAROL POLLOCK FAMILY FOUNDATION (EIN 23-3023932)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-15
- IRS object ID
- 201511059349100931
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T17:15:07-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BALA PLAZA EAST 700 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233023932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCE AND CAROL POLLOCK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 4842702500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 HERMITAGE DRIVE | AddressLine1 |
| City | RADNOR | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE POLLOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4842702500 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S WINKLEMAN | PreparerPersonNm |
| PTIN | P00191458 | PTIN |
| Phone | 4842702610 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,370 | CashBOYAmt |
| Cash EOY | $7,889 | CashEOYAmt |
| Cash EOYFMV | $7,889 | CashEOYFMVAmt |
| Corporate Stock BOY | $285,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $328,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $538,727 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $290,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $336,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $290,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $336,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $336,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $336,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $336,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $336,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 750 SHARES WALT DISNEY | P | 1999-12-21 | 2014-06-19 | $62,443 | $21,292 | $41,151 | $41,151 |
| 113 SHARES WALT DISNEY | P | 1999-12-21 | 2014-11-11 | $10,044 | $3,208 | $6,836 | $6,836 |
| 1860 SHARES TARGET | P | 2005-11-01 | 2014-06-19 | $108,952 | $103,298 | $5,654 | $5,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $438,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $367,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $335,942 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047627 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $332,530 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,891 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $269,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077496 | DistributionYr5Rt |
| Total Distribution | 0.251208 | TotalDistributionRt |
| Average Distribution | 0.050242 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $499,056 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,711 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,281 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE POLLOCK | IndividualWithBooksNm |
| Phone | 4842702500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 HERMITAGE DRIVE | AddressLine1 |
| City | RADNOR | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE POLLOCK | |||||||||
| C/O PEPPER HAMILTON LLP 3000 TWO | LOGAN SQUARE | PHILADELPHIA | PA | 191032799 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID A POLLOCK | |||||||||
| C/O PEPPER HAMILTON LLP 3000 TWO | LOGAN SQUARE | PHILADELPHIA | PA | 191032799 | VICE-PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBORAH L POLLOCK | |||||||||
| C/O PEPPER HAMILTON LLP 3000 TWO | LOGAN SQUARE | PHILADELPHIA | PA | 191032799 | VICE-PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JACQUELINE S POLLOCK KANE | |||||||||
| C/O PEPPER HAMILTON LLP 3000 TWO | LOGAN SQUARE | PHILADELPHIA | PA | 191032799 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $495,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $506,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $506,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $499,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,274 | TotalTaxAmt |
| Distributable Before Adj | $23,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,992 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,992 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8 | 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 |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,671 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE POLLOCK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATTIC YOUTH CENTER | |||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $4,000 |
| AVODAH THE JEWISH SVC CORPS | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $2,500 |
| SILVER SPRING MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,500 |
| WASHINGTON AREA WOMENS FOUNDATION | |||||||
| 1331 H STREET NORTHWEST 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $2,500 |
| WAYNE SENIOR CENTER | |||||||
| 108 STATION ROAD | WAYNE | PA | 19087 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,000 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,000 |
| US AGAINST ALZHEIMERS NETWORK | |||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 20815 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,000 |
| KLEIN JCC | |||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,500 |
| TEAM WHITE & BLUE | |||||||
| 30 NORTH MICHIGAN AVENUE SUITE 1515 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,500 |
| CONGREGATION OR AMI | |||||||
| 708 RIDGE PIKE | LAFAYETTE HILL | PA | 19444 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIB TO CHARITY (COMMUNITY) | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,694 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1962 SHARES WALT DISNEY | $55,700 | $181,505 |
| 1732 SHARES PEPSICO | $102,065 | $173,373 |
| 1265 SHARES DUNKIN BRANDS | $56,991 | $61,163 |
| 825 SHARES NORDSTROM | $56,894 | $62,997 |
| 735 SHARES STURBUCKS | $57,090 | $59,689 |
| 1860 SHARES TARGET CORP | $0 | $0 |
Comments