MARCUS FAMILY FOUNDATION CO SS&G INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS FAMILY FOUNDATION CO SS&G INC (EIN 23-2769110)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201422279349100837
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T11:07:22-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 ELK BOULEVARD | AddressLine1 |
| City | DES PLAINES | City |
| State | IL | State |
| ZIP Code | 600164776 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232769110 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS FAMILY FOUNDATION CO SS&G INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARC | NameControl |
| Phone | 8478244000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 ELK BOULEVARD | AddressLine1 |
| City | DES PLAINES | City |
| State | IL | State |
| ZIP Code | 60016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA MARCUS PAUL | Name |
| Title | OFFICER | Title |
| Phone | 8478244000 | Phone |
| Date Signed | 2014-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIRK AHLBECK | Name |
| PTIN | P00237637 | PTIN |
| Phone | 8478244000 | Phone |
| Date Prepared | 2014-08-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Terminated Sect507b1 A | X | PFStatusTerminatedSect507b1A |
| Final Return | X | FinalReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2432 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2432 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 34625 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34625 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20283 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1654082 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20283 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 57340 | TotalRevenueAndExpenses |
| Total Net Investment Income | 57340 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 125676 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 125676 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9300 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 492 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 141 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 137 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 135609 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 137 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 134976 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1815910 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1815910 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1951519 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 137 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1950886 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1894179 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 57203 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2372 | CashBOY |
| Savings And Temp Cash Invst BOY | 537019 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 1352527 | InvestmentsCorpStockBOY |
| Other Assets BOY | 2261 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1894179 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1894179 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1894179 | TotalNetAssetsBOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1894179 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1894179 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1894179 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 0 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 0 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| CD ALLY BANK | 2010-04-05 | 2013-02-28 | 50039 | 50000 | 39 | 39 | |
| CD GE CAPITAL BANK | 2009-09-08 | 2013-02-28 | 98740 | 98000 | 740 | 740 | |
| ONE BANK & TRUST | 2009-09-08 | 2013-02-28 | 98879 | 98000 | 879 | 879 | |
| LORD ABBETT FUND | 2012-01-31 | 2013-02-28 | 1333424 | 1321559 | 11865 | 11865 | |
| LORD ABBETT FUND | 2013-01-31 | 2013-02-28 | 68741 | 66240 | 2501 | 2501 | |
| CAPITAL GAINS DIVIDENDS | 4259 | 4259 | 4259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20283 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 166930 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1880184 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.088784 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 474690 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2082583 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.227933 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65649 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2383931 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.027538 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 55991 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1212637 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046173 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 108564 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1771987 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061267 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.451695 | TotalDistributionRatio |
| Average Distribution Ratio | 0.090339 | AverageDistributionRatio |
| Net Noncharitable Assets | 788631 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 71244 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 572 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 71816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1950886 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 572 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 572 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 572 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 90 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 90 | TotalCreditsAndPayments |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Tax Due | 492 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 1 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JULIA MARCUS PAUL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6102138800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 S PENN SQ 26G | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JULIA MARCUS PAUL | ||||||||
| 1414 S PENN SQ 26G | PHILADELPHIA | PA | 19102 | OFFICER | 2.00 | 0 | 0 | 0 |
| NANCY MARCUS NEWMAN | ||||||||
| 3406 GOSHEN ROAD | NEWTOWN SQUARE | PA | 19073 | OFFICER | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 570061 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 230580 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 800641 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 800641 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12010 | CashDeemedCharitable |
| Net Noncharitable Assets | 788631 | NetNoncharitableAssets |
| Minimum Investment Return | 39432 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39432 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 572 | TaxBasedOnInvestmentIncome |
| Total Tax | 572 | TotalTax |
| Distributable Amount Before Adj | 38860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1950886 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1950886 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 572 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1950314 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 371390 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 74407 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 445797 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1950886 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 38860 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1912026 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2357823 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2357823 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 371390 | ExcessFromYear2 |
| Excess From Year1 | 74407 | ExcessFromYear1 |
| Excess From Current Year | 1912026 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $105,000 | |
| PERELMAN JEWISH DAY SCHOOL | ||||||||
| 49 HAVERFORD ROAD | WYNNEWOOD | PA | 19096 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $11,000 | |
| THE BALDWIN SCHOOL | ||||||||
| 701 W MONTGOMERY AVENUE | BRYN MAWR | PA | 19010 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $100,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $500,000 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $250,000 | |
| MISSION KIDS CHILD ADVOCACY CENTER | ||||||||
| PO BOX 413 | BLUE BELL | PA | 19422 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,500 | |
| AUTISM SPEAKS | ||||||||
| 216 HADDON AVENUE SUITE 403 | WESTMONT | NJ | 08108 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $5,000 | |
| HIAS PENNSYLVANIA | ||||||||
| 2100 ARCH STREET 3RD FLOOR | PHILADELPHIA | PA | 19103 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 | |
| HOMELESS ADVOCACY PROJECT | ||||||||
| 42 S 15TH STREET | PHILADELPHIA | PA | 19102 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $193,362 | |
| ABRAMSON CANCER CENTER | ||||||||
| 3400 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $500 | |
| JEWISH LEARNING VENTURE | ||||||||
| 7607 OLD YORK ROAD | ELKINS PARK | PA | 19027 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET 5 | PHILADELPHIA | PA | 19103 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 | |
| LOWER MERION LIBRARY FOUNDATION | ||||||||
| 75 E LANCASTER AVENUE | ARDMORE | PA | 19003 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $1,000 | |
| THE COUNCIL OF SOUTHEAST PENNSYLVANIA INC | ||||||||
| 252 W SWAMP ROAD UNIT 12 33 | DOYLESTOWN | PA | 18901 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $252,000 | |
| TREATMENT RESEARCH INSTITUTE | ||||||||
| 600 WALNUT STREET | PHILADELPHIA | PA | 19106 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $50,000 | |
| NATIONAL YOUTH RECOVERY FOUNDATION | ||||||||
| 2233 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55114 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $50,000 | 357 |
| EDDIE'S HOUSE | ||||||||
| 5100 SPRUCE STREET | PHILADELPHIA | PA | 19139 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $50,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $36,000 | |
| FEDERATION OF NEIGHBORHOOD CENTERS | ||||||||
| 1528 WALNUT STREET SUITE 200 | PHILADELPHIA | PA | 19102 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $25,000 | |
| GREATER PHILADELPHIA SEARCH & RESCUE | ||||||||
| PO BOX 1163 | GLENSIDE | PA | 19038 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $21,000 | |
| CARON FOUNDATION | ||||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $20,000 | |
| ASSOCIATION OF RECOVERY SCHOOLS | ||||||||
| 1231 HIGHLAND AVENUE | FT WASHINGTON | PA | 19034 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $18,000 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $18,000 | |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | ||||||||
| 118 N BROAD STREET | PHILADELPHIA | PA | 19102 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $18,000 | |
| CHAPEL OF SACRED MIRRORS | ||||||||
| 46 DEER HILL ROAD | WAPPINGERS FALLS | NY | 12590 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $12,600 | |
| CORA SERVICES FOUNDATION | ||||||||
| 8540 VERREE ROAD | PHILADELPHIA | PA | 19111 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE FOUNDATION'S CHARITABLE GOALS | $12,000 | |
| FACES & VOICES OF RECOVERY | ||||||||
| 1010 VERMONT AVENUE 618 | WASHINGTON | DC | 20005 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 | |
| SANTA FE RECOVERY CENTER | ||||||||
| 4100 LUCIA LANE | SANTA FE | NM | 87507 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 | |
| MINDING YOUR MIND | ||||||||
| 42 W LANCASTER AVENUE 2ND FLOOR | ARDMORE | PA | 19003 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 | |
| STUDENTS FOR SENSIBLE DRUG POLICY | ||||||||
| 1317 F STREET | WASHINGTON | DC | 20004 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $9,000 | |
| AGNES IRWIN SCHOOL | ||||||||
| 275 S ITHAN AVENUE | BRYN MAWR | PA | 19010 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,600 | |
| POSSIBILITIES INC | ||||||||
| PO BOX 60254 | OKLAHOMA CITY | OK | 731460254 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,600 | |
| THE RETREAT AT LANCASTER COUNTY | ||||||||
| 1170 S STATE STREET | EPHRATA | PA | 17522 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,600 | |
| RIVERBEND ENVIRONMENTAL EDUCATION CENTER | ||||||||
| 1950 SPRING MILL ROAD | GLADWYNE | PA | 19035 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,800 | |
| CONGREGATION BETH TOVIM | ||||||||
| 5871 DREXEL ROAD | PHILADELPHIA | PA | 19131 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,800 | |
| SW PA PUGS WITH SPECIAL NEEDS | ||||||||
| P O BOX 185 | LEECHBURG | PA | 156560185 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $3,524 | |
| FLORIDA POODLE RESCUE | ||||||||
| P O BOX 7336 | ST PETERSBURG | FL | 33734 | N/A | NON PROFIT CORPORATI | TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,524 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1815910 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,432 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,625 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,283 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $57,340 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57340 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SS&G | Category |
| Amount | $9,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9300 | DisbursementsCharitablePrps |
Dissolution Stmt DissolutionStmt
Dissolution Info DissolutionInfo (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ExplanationExplanation | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| SW PA PUGS WITH SPECIAL NEEDS | |||||
| P O BOX 185 | LEECHBURG | PA | 15656 | CONTRIBUTIONS APPROVED FOR FUTURE CASH PAYMENT FROM FINAL NET ASSETS. | $3,524 |
| FLORIDA POODLE RESCUE | |||||
| P O BOX 7336 | ST PETERSBURG | FL | 33734 | CONTRIBUTION APPROVED FOR FUTURE CASH PAYMENT FROM FINAL NET ASSETS. | $3,524 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE FOUNDATION HAS BEEN TERMINATED UNDER IRC SEC. 507(B)(1) AS OF SEPTEMBER 30, 2013. THERE IS NO CERTIFIED COPY OF A LIQUIDATION PLAN OR RESOLUTION. ALL ASSETS WERE CONVERTED TO CASH AND DISTRIBUTED TO QUALIFYING ORGANIZATIONS EXCEPT FOR THE CASH REQUIRED TO PAY FOR THE PREPARATION OF THE FINAL FORM 990-PF AND THE EXCISE TAX. | Statement |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OBERMAYER REBMANN MAXWEL | $21,723 | 0 | 21723 |
| TIMONEY KNOX LLP | $14,361 | 0 | 14361 |
| STRADLEY RONON STEVENS | $89,592 | 0 | 89592 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX DEPOSIT | Description |
| BOY Book Value | 2261 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 137 | 137 | 0 |
| MISCELLANEOUS | 4 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | Category |
| Amount | $492 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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