POWELL FAMILY FOUNDATION JON R POWELL FAMILY DIVISION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POWELL FAMILY FOUNDATION JON R POWELL FAMILY DIVISION (EIN 82-4737241)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202523039349101382
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T16:21:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 236410283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISDANER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA PLAZA SUITE 502 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 | 824737241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JON R POWELL FAMILY DIVISION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 6108542800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 MALL BLVD 290 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON POWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6108542800 | PhoneNum |
| Signature | 2025-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD W DORAN CPA | PreparerPersonNm |
| PTIN | P00841330 | PTIN |
| Phone | 6106684200 | PhoneNum |
| Preparation | 2025-10-24 | 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 | $5,713,228 | 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 |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $921,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,753 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $877 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $876 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,972 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,711 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $416 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $416 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,206 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,612 | CashBOYAmt |
| Cash EOY | $81,136 | CashEOYAmt |
| Cash EOYFMV | $81,136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,309,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,255,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,648,793 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,240,808 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $978,547 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $895,136 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $621,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $796,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,084,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,267,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,114,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,713,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,267,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,114,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,267,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,114,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,267,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,114,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,267,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,114,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,114,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $836,128 | $835,424 | $704 | $704 |
| CAPITAL GAINS DIVIDENDS | P | $85,683 | $85,683 | $85,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,387 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,993 | OverpaymentAmt |
| Applied To ES Tax | $2,993 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | SOMERSET GROUP LLC | IndividualWithBooksNm |
| Phone | 6108542800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 MALL BLVD | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JON POWELL | ||||||||
| 234 MALL BLVDSUITE 290 | KING OF PRUSSIA | PA | 19406 | DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| JILL POWELL | ||||||||
| 234 MALL BLVDSUITE 290 | KING OF PRUSSIA | PA | 19406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA ISEN | ||||||||
| 234 MALL BLVDSUITE 290 | KING OF PRUSSIA | PA | 19406 | VICE PRESIDENT-CHARITABLE GIVING | 0.00 | $25,000 | $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 | $5,444,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,504,309 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,504,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,421,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,467 | TotalTaxAmt |
| Distributable Before Adj | $268,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $26,379 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,780 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,737 | 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 | $110,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,578 | ExcessFromYear4Amt |
| Excess From Year1 | $26,379 | ExcessFromYear1Amt |
| Excess From Current Year | $59,780 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LIBI | |||||||
| 2001 BEACON STREET SUITE 107 | BRIGHTON | MA | 02135 | PC | GENERAL | $110,000 | |
| ATLANTIC CAPE FOUNDATION | |||||||
| 5100 BLACK HORSE PIKE | MAYS LANDING | NJ | 08330 | PC | GENERAL | $60,000 | |
| ASPEN VALLEY SKI & SNOWBOARD CLUB | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | PC | GENERAL | $10,000 | |
| BORO OF LONGPORT | |||||||
| 2305 ATLANTIC AVE | LONGPORT | NJ | 08403 | PC | GENERAL | $6,100 | |
| CAL RIPKEN SR FOUNDATION | |||||||
| PO BOX 825452 | PHILADELPHIA | PA | 19182 | PC | GENERAL | $5,000 | |
| CHABAD AT THE SHORE | |||||||
| 6605 ATLANTIC AVE | VENTNOR | NJ | 08406 | PC | GENERAL | $500 | |
| CHABAD OF TRIBECA | |||||||
| 291 BROADWAY FL 3 | NEW YORK | NY | 10007 | PC | GENERAL | $6,120 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | PC | GENERAL | $2,500 | |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | GENERAL | $2,000 | |
| CHOP FOUNDATION | |||||||
| PO BOX 40930 | PHILADELPHIA | PA | 19107 | PC | GENERAL | $500 | |
| DIABETES TRAINING CAMP | |||||||
| 109 N MANSFIELD AVENUE | MARGATE CITY | NJ | 08402 | PC | GENERAL | $1,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| BOX 4224 | NEW YORK | NY | 10163 | PC | GENERAL | $1,000 | |
| ISRAEL POLICY FORUM | |||||||
| 228 PARK AVE SOUTH PMB 452828 | NEW YORK | NY | 10003 | PC | GENERAL | $1,873 | |
| JAFCO FAMILY MATTERS | |||||||
| 3 BALA PLAZA SUITE 104 EAST | BALA CYNWYD | PA | 19004 | PC | GENERAL | $706 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 345 MONTGOMERY AVE | BALA CYNWYD | PA | 19004 | PC | GENERAL | $2,500 | |
| JEWISH FEDERATION OF GREATER PHILA | |||||||
| PO BOX 9500 | PHILADELPHIA | PA | 19195 | PC | GENERAL | $25,000 | |
| JUDITH CREED HORIZONS FOR ACHIEVING INDEPENDENCE | |||||||
| 274 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | PC | GENERAL | $1,000 | |
| MAGICAL MILA FOUNDATION | |||||||
| 101 GREENWOOD AVE STE 202 | JENKINTOWN | PA | 19046 | PC | GENERAL | $500 | |
| PARKINSONS FOUNDATION | |||||||
| 5757 WATERFORD DISTRICT DRIVE STE | MIAMI | FL | 33126 | PC | GENERAL | $1,000 | 310 |
| PHILADELPHIA MUSIC ALLIANCE | |||||||
| 1 PRESIDENTIAL BLVD STE 200 | BALA CYNWYD | PA | 19004 | PC | GENERAL | $2,000 | |
| TARA MILLER FOUNDATION | |||||||
| PO BOX 3154 | MARGATE | NJ | 08402 | PC | GENERAL | $10,000 | |
| THE GATEWAY SCHOOL | |||||||
| PO BOX 727 | CONSHOHOCKEN | PA | 19428 | PC | GENERAL | $500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | GENERAL | $25,000 | |
| WOMEN OF TOMORROW | |||||||
| 4400 BSICAYNE BOULEVARD SUITE 580 | MIAMI | FL | 33137 | PC | GENERAL | $9,500 | |
| WORLD CAFE LIVE MUSIC FUTURES | |||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL | $5,000 | |
| THE DO GOODERS | |||||||
| PO BOX 727 | CONSHOHOCKEN | PA | 19428 | PC | GENERAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,299 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,042 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ISDANER & COMPANY, LLC | CategoryTxt |
| Amt | $1,753 | Amt |
| Net Investment Income | $877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $876 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUGGENHEIM TOTAL RETURN BD I | $576,132 | $503,003 |
| INVESCO CORE PLUS BOND | $402,415 | $392,133 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $4,156 | $11,877 |
| ACCENTURE PLC IRELAND CL A | $3,927 | $13,016 |
| ADOBE INC | $3,724 | $22,234 |
| ALPHABET INC CL A | $7,907 | $45,432 |
| AMAZON COM INC | $4,495 | $48,266 |
| AMERICAN EUROPACIFIC GRW F2 | $211,524 | $205,398 |
| APPLE INC | $11,705 | $90,151 |
| BANK OF AMERICA CORP | $4,096 | $12,614 |
| BLACKSTONE INC | $15,665 | $25,863 |
| BROADCOM INC | $3,183 | $74,189 |
| CHEVRON CORP | $10,742 | $14,484 |
| CISCO SYS INC | $6,477 | $11,840 |
| COLGATE PALMOLIVE CO | $13,953 | $18,182 |
| COMCAST CORP (NEW) CLASS A | $5,642 | $7,506 |
| CONGRESS MID CAP GROWTH INSTL | $68,109 | $75,272 |
| COSTCO WHOLESALE CORP NEW | $3,891 | $23,823 |
| CSX CORP | $3,752 | $9,391 |
| DOW INC | $25,314 | $18,460 |
| EXXON MOBIL CORP | $7,966 | $10,757 |
| GILEAD SCIENCE | $19,059 | $27,711 |
| HOME DEPOT INC | $3,238 | $13,615 |
| HONEYWELL INTERNATIONAL INC | $3,537 | $9,939 |
| ILL TOOL WORKS INC | $4,191 | $11,664 |
| INTEL CORP | $24,638 | $12,531 |
| INTL BUSINESS MACHINES CORP | $25,033 | $39,569 |
| INVESCO DIVERSIFIED DIVIDEND Y | $354,910 | $344,080 |
| ISHARES BIOTECHNOLOGY ETF | $20,527 | $25,781 |
| ISHARES CORE DIVIDEND GROWTH | $74,951 | $133,046 |
| ISHARES S&P MIDCAP 400 INDEX | $51,844 | $113,093 |
| ISHARES SP SMALLCAP INDEX | $38,122 | $66,252 |
| JOHNSON & JOHNSON | $13,617 | $14,462 |
| JP MORGAN CHASE | $15,056 | $35,957 |
| MEDTRONIC PLC SHS | $16,316 | $16,775 |
| META PLATFORMS INC CL A | $13,800 | $70,261 |
| MICRON TECH INC | $3,747 | $16,832 |
| MICROSOFT | $17,755 | $25,290 |
| NVIDIA CORPORATION | $2,317 | $181,292 |
| PEPSICO INC NC | $2,856 | $5,626 |
| PFIZER INC | $11,573 | $10,214 |
| PNC FINANCIAL SERVICES GP | $19,695 | $25,071 |
| POLEN GROWTH INSTITUTIONAL | $353,412 | $598,893 |
| PROCTER & GAMBLE | $4,412 | $9,556 |
| QUALCOMM INC | $12,958 | $30,724 |
| SALESFORCE.COM,INC. | $14,848 | $40,120 |
| SPDR S&P REGIONAL BANKING ETF | $95,652 | $105,613 |
| STARBUCKS CORP WASHINGTON | $8,182 | $13,688 |
| T ROWE PRICE GLB TECH FD | $100,600 | $114,609 |
| T ROWE PRICE INT US SM CP GR EQ | $59,571 | $72,832 |
| VANGUARD FTSE DEVELOPED MKTS E | $252,116 | $282,138 |
| VANGUARD INDEX FDS S&P 500 ETF(50.00%) | $158,391 | $387,943 |
| VERIZON COMMUNICATIONS | $13,873 | $12,997 |
| VISA INC CL A | $4,726 | $19,594 |
| WALT DISNEY CO HLDG CO | $23,287 | $22,270 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS MLP ENGY INFRT I | AT COST | $261,929 | $356,109 |
| JPMORGAN HEDGED EQUITY I | AT COST | $385,724 | $578,259 |
| PACER DATA&INFRASTRUCTURE | AT COST | $148,350 | $149,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $19,157 | $19,157 | $0 |
| SOMERSET GROUP, LLC | $3,600 | $1,800 | $1,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,711 | $1,711 | $0 |
| EXCISE TAX | $2,261 | $0 | $0 |