KPS CHARITABLE FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KPS CHARITABLE FOUNDATION (EIN 52-2211755)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-02
- IRS object ID
- 201112149349100201
- Schema version
- 2009v1.7
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-02T09:13:36-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD - STE 200 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522211755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The KPS Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KPSC | NameControl |
| Phone | 6096448060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 Gomez Rd | AddressLine1 |
| City | Hobe Sound | City |
| State | FL | State |
| ZIP Code | 334552513 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Krishna P Singh | Name |
| Title | President | Title |
| Phone | 6096448060 | Phone |
| Date Signed | 2011-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN MCCREERY | Name |
| Phone | 6108622249 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17211807 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 3037 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3037 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1961589 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1961589 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 220701 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 816954 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 250345 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2185327 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2214971 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Interest Rev And Expnss | 1891 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 67733 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 67733 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 2892 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 72516 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 67793 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1070500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1070500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1143016 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 67793 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1070500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1042311 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2147178 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1700953 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5264937 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5264937 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1726146 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1569135 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1143302 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 5951636 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 3488737 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 3109423 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 10029926 | InvestmentsOtherBOY |
| Investments Other EOY | 10128163 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7694145 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 19408661 | TotalAssetsBOY |
| Total Assets EOY | 20450972 | TotalAssetsEOY |
| Total Assets EOYFMV | 17211807 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 19408661 | RetainedEarningsBOY |
| Retained Earnings EOY | 20450972 | RetainedEarningsEOY |
| Total Net Assets BOY | 19408661 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20450972 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19408661 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20450972 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19408661 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1042311 | ExcessOfRevenueOverExpenses |
| Subtotal | 20450972 | Subtotal |
| Total Net Assets Fund Balances EOY | 20450972 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VARIOUS SHORT TERM - SEE ATTACHED SCHEDULE OF CAPITAL GAINS AND LOSSES | D | 2009-10-01 | 2009-12-31 | 687555 | 506731 | 180824 | 180824 |
| VARIOUS LONG TERM - SEE ATTACHED SCHEDULE OF GAINS AND LOSSES | D | 2008-01-01 | 2009-12-31 | 126322 | 59878 | 66444 | 66444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 250345 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 76000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14924127 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.005092 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5030000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19819998 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.253784 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 200000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1864334 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.107277 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31300 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 781913 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04003 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 157924 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 760218 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.207735 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.613918 | TotalDistributionRatio |
| Average Distribution Ratio | 0.122784 | AverageDistributionRatio |
| Net Noncharitable Assets | 16014404 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1966313 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21472 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1987785 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1070500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 42944 | InvestmentIncomeExciseTax |
| Subtotal | 42944 | Subtotal |
| Tax Based On Investment Income | 42944 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21596 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 44677 | TaxPaidWithExtension |
| Total Credits And Payments | 66273 | TotalCreditsAndPayments |
| Penalty For Underpayment | 877 | PenaltyForUnderpayment |
| Overpayment | 22452 | Overpayment |
| Amount Credited To Next Year | 22452 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6096448060 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LINCOLD DRIVE WEST | AddressLine1 |
| City | MARLTON | City |
| State | NJ | State |
| ZIP Code | 08053 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| KRISHNA P SINGH | ||||||||
| 202 Gomez Rd | Hobe Sound | FL | 334552513 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| MARTHA J SINGH | ||||||||
| 202 Gomez Rd | Hobe Sound | FL | 334552513 | SECRETARY | 1.0 | 0 | 0 | 0 |
| S AMY SINGH | ||||||||
| 202 Gomez Rd | Hobe Sound | FL | 334552513 | ASSITANT SECRETARY | 1.0 | 0 | 0 | 0 |
| FRANK BONGRAZIO | ||||||||
| 202 Gomez Rd | Hobe Sound | FL | 334552513 | TREASURER | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12562695 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3695583 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16258278 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16258278 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 243874 | CashDeemedCharitable |
| Net Noncharitable Assets | 16014404 | NetNoncharitableAssets |
| Minimum Investment Return | 800720 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 800720 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 42944 | TaxBasedOnInvestmentIncome |
| Total Tax | 42944 | TotalTax |
| Distributable Amount Before Adj | 757776 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 757776 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 757776 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1070500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1070500 | QualifyingDistributions |
| Adj Qualifying Distributions | 1070500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 757776 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2007 | PriorYear1 |
| Prior Year2 | 2006 | PriorYear2 |
| Prior Year3 | 2005 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3689505 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3689505 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1070500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Applied To Current Year | 757776 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 312724 | RemainingDistriFromCorpus |
| Total Corpus | 4002229 | 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 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4002229 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 3689505 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 312724 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DWARKA MEMORIAL CHARITABLE TRUST | |||||||||||||
| MIG - 279 | KANKARBAGH, PATNA | BIHAR | IN | 800 020 | Unrelated Third-party | EXEMPT | To further the organization's exempt purpose. | $50,000 | |||||
| THE KRISHNA P SINGH CENTER FOR NANOTECHNOLOGY | |||||||||||||
| UNREALTED THIRD-PARTY | EXEMPT | TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000,000 | THE UNIVERITY OF PENNSYLVANIA | 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | |||||
| NATIONAL MS SOCIETY | |||||||||||||
| UNREALTED THIRD-PARTY | EXEMPT | To further the organization's exempt purpose. | $500 | C/O PHIL BLUE | 1 BEAVER STREET | BEAVER | PA | 15009 | |||||
| J PETER SKIRKANICH PROFESSORSHIP | |||||||||||||
| UNRELATED THIRD-PARTY | EXEMPT | To further the organization's exempt purpose. | $20,000 | UNIVERSITY OF PENNSYLVANIA | 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1070500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,037 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,961,589 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $220,701 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,185,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2185327 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEE ATTACHED SCHEDULE | ||
| OF INVESTMENTS | 1569135 | 1143302 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SEE ATTACHED SCHEDULE | |||
| OF INVESTMENTS | AT COST | 10128163 | 7694145 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK FEES | 60 | 60 |
| PENALTIES | 2832 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAXES | $64,789 | 64789 |
| FOREIGN TAX | $2,944 | 2944 |