STELLA S JONES FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-24
- IRS object ID
- 202610839349100911
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-24T12:34:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812487069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLA S JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEL | BusinessNameControlTxt |
| Phone | 2672751460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME BOSCIA | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 2672751460 | PhoneNum |
| Signature | 2026-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2026-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $28,509,008 | 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 | $16,677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $520,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $520,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,870,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,135,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,870,282 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,407,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,407,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $134 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $134 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,712 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $263,061 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,306 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $380,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,575,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,303,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $831,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,170,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $910,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,232 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $25,762,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,986,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,986,776 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,673,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,509,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,509,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,673,196 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,509,008 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,673,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,509,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,673,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,509,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,673,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $831,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,004,767 | OtherIncreasesAmt |
| Subtotal | $28,509,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,509,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,135,832 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,265,550 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,870,282 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,870,282 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,870,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $103 | EsPenaltyAmt |
| Overpayment | $1,250 | OverpaymentAmt |
| Applied To ES Tax | $1,250 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME A BOSCIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2672751460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEROME A BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | PRESIDENT/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| MICHELE BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | VICE PRESIDENT/SECRETARY/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| AMY DIBENEDETTO | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | TREASURER/DIRECTOR | 1.50 | $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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | |||||
| 5820 CANOGA AVENUE SUITE 100 | WOODLAND HILLS | CA | 91367 | INVESTMENT MANAGEMENT/ADVISORY | $148,556 |
| OSAIC WEALTH INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $114,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,862,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $690,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,553,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,553,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $413,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,140,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,357,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,357,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,167 | TotalTaxAmt |
| Distributable Before Adj | $1,326,843 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,326,843 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,326,843 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,303,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,303,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,326,843 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,274,958 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,303,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,274,958 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,186 | 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 | $1,298,657 | 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) |
|---|---|---|
| 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 COLLEGE PREP INSTITUTE | ||||||
| 1201 MENDELL STREET | SAN FRANCISCO | CA | 94124 | PC | ENTITY SUPPORT | $15,000 |
| BARUCH S BLUMBERG INSTITUTE | ||||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | PC | TO SUPPORT THE WORK OF DR. JU-TAU GUO FOR RESEARCH INTO THERAPIES FOR HEPATITIS B | $100,000 |
| CALIFORNIA CASA | ||||||
| 3525 DEL MAR HEIGHTS ROAD 243 | SAN DIEGO | CA | 921302122 | PC | ENTITY SUPPORT | $15,000 |
| COMPASS FAMILY SERVICES | ||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $20,000 |
| FACES SF | ||||||
| 1101 MASONIC AVENUE | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $40,000 |
| HAMILTON FAMILIES | ||||||
| PO BOX 40370 | SAN FRANCISCO | CA | 94140 | PC | ENTITY SUPPORT | $45,000 |
| HOLY FAMILY DAY HOME | ||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $30,000 |
| HOMELESS CHILDRENS NETWORK | ||||||
| 3450 3RD STREET SUITE 1C | SAN FRANCISCO | CA | 94124 | PC | ENTITY SUPPORT | $15,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $45,000 |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL | ||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $15,000 |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | PC | ENTITY SUPPORT | $15,000 |
| IHAD LOS ANGELES | ||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | ENTITY SUPPORT | $25,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE WORK OF DR. MICHELLE MONJE FOR CLINICAL TRIAL PATIENT CORRELATIVES & STUDIES OF AUTOPSY TISSUE FOLLOWING CAR T CELL INFUSION IN PATIENTS WITH BRAIN CANCER | $200,000 |
| MISSION GRADUATES | ||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $15,000 |
| MY FRIEND'S PLACE | ||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | PC | ENTITY SUPPORT | $15,000 |
| NATIONAL VETERANS FOUNDATION | ||||||
| 5777 WEST CENTURY BLVD SUITE 350 | LOS ANGELES | CA | 90045 | PC | ENTITY SUPPORT | $15,000 |
| SMART | ||||||
| 2101 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $50,000 |
| SWORDS TO PLOWSHARES | ||||||
| 401 VAN NESS AVENUE SUITE 313 | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $40,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. BRYSON KATONA FOR PANCREATIC CANCER EARLY DETECTION RESEARCH | $110,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR PANCREATIC CANCER RESEARCH | $150,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. CHRISTOPHER BROWN FOR MONITORING NEUROINFLAMMATORY & NEURODEGENERATIVE TREATMENT RESPONSES TO ANTI-AMYLOID THERAPY FOR ALZHEIMERS DISEASE | $125,000 |
| TRAVIS MANION FOUNDATION (FORMERLY THE MISSION CONTINUES) | ||||||
| PO BOX 1485 | DOYLESTOWN | PA | 18901 | PC | ENTITY SUPPORT | $30,000 |
| VETERANS COMMUNITY PROJECT | ||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | PC | ENTITY SUPPORT | $20,000 |
| VETERANS LEGAL INSTITUTE | ||||||
| 1231 WARNER AVENUE | TUSTIN | CA | 92780 | PC | ENTITY SUPPORT | $15,000 |
| VETERANS YOGA PROJECT | ||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | PC | ENTITY SUPPORT | $15,000 |
| WARRIOR-SCHOLAR PROJECT | ||||||
| 1012 14TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PC | ENTITY SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,195,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE SUITE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | TO SUPPORT THE WORK OF DR. MICHELLE MONJE FOR CLINICAL TRIAL PATIENT CORRELATIVES & STUDIES OF AUTOPSY TISSUE FOLLOWING CAR T CELL INFUSION IN PATIENTS WITH BRAIN CANCER | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,677 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,870,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,407,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,407,044 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,712 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,712 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 2,930 SH | $367,100 | $367,100 |
| ACCENTURE PLC, 1,081 SH | $290,032 | $290,032 |
| AGILENT TECHNOLOGIES INC, 1,786 SH | $243,020 | $243,020 |
| AIR PRODUCTS AND CHEMICALS INC, 329 SH | $81,270 | $81,270 |
| ALPHABET INC, 3,112 SH | $974,056 | $974,056 |
| AMEREN CORP, 2,495 SH | $249,150 | $249,150 |
| AMERICAN ELECTRIC POWER INC, 2,425 SH | $279,627 | $279,627 |
| AMERICAN EXPRESS COMPANY, 1,407 SH | $520,520 | $520,520 |
| AMGEN INC, 1,859 SH | $608,469 | $608,469 |
| AMPHENOL CORP, 2,412 SH | $325,958 | $325,958 |
| APPLE INC, 3,788 SH | $1,029,806 | $1,029,806 |
| AUTOMATIC DATA PROCESSING INC, 2,220 SH | $571,050 | $571,050 |
| BANK NEW YORK MELLON, 6,529 SH | $757,952 | $757,952 |
| BANK OF AMERICA CORP, 12,077 SH | $664,235 | $664,235 |
| BLACKROCK INC, 475 SH | $508,412 | $508,412 |
| BROADCOM INC, 1,801 SH | $623,326 | $623,326 |
| BROWN & BROWN INC, 1,125 SH | $89,663 | $89,663 |
| CHEVRON CORP, 3,835 SH | $584,492 | $584,492 |
| CHUBB LIMITED, 811 SH | $253,129 | $253,129 |
| CISCO SYSTEMS INC, 4,903 SH | $377,678 | $377,678 |
| CMS ENERGY CORP, 3,963 SH | $277,133 | $277,133 |
| COLGATE-PALMOLIVE CO, 2,328 SH | $183,959 | $183,959 |
| CONSTELLATION ENERGY CORP, 915 SH | $323,242 | $323,242 |
| CORTEVA INC, 5,759 SH | $386,026 | $386,026 |
| DOVER CORP, 1,735 SH | $338,741 | $338,741 |
| EATON CORPORATION, 807 SH | $257,038 | $257,038 |
| ELI LILLY & CO, 374 SH | $401,930 | $401,930 |
| EOG RESOURCES INC, 3,011 SH | $316,185 | $316,185 |
| GE AEROSPACE, 875 SH | $269,526 | $269,526 |
| GENERAL DYNAMICS CORP, 678 SH | $228,255 | $228,255 |
| GENUINE PARTS CO COM, 1,964 SH | $241,493 | $241,493 |
| GILEAD SCIENCES INC, 3,778 SH | $463,712 | $463,712 |
| HOME DEPOT INC, 1,404 SH | $483,116 | $483,116 |
| HONEYWELL INTL INC, 1,270 SH | $247,764 | $247,764 |
| ILLINOIS TOOL WORKS INC, 1,437 SH | $353,933 | $353,933 |
| INTERNATIONAL BUSINESS MACHINE CORP, 971 SH | $287,620 | $287,620 |
| INTUIT INC, 336 SH | $222,573 | $222,573 |
| JOHNSON & JOHNSON, 1,990 SH | $411,831 | $411,831 |
| JP MORGAN CHASE & CO, 2,612 SH | $841,639 | $841,639 |
| KIMBERLY-CLARK CORP, 1,186 SH | $119,656 | $119,656 |
| LINDE PLC, 766 SH | $326,615 | $326,615 |
| MARSH & MCLENNAN COS, 755 SH | $140,068 | $140,068 |
| MASTERCARD INC, 566 SH | $323,118 | $323,118 |
| MCDONALDS CORP, 2,370 SH | $724,343 | $724,343 |
| MERCK & CO INC, 2,349 SH | $247,256 | $247,256 |
| META PLATFORMS INC, 854 SH | $563,717 | $563,717 |
| MICROCHIP TECHNOLOGY INC, 3,573 SH | $227,672 | $227,672 |
| MICROSOFT CORP, 4,145 SH | $2,004,605 | $2,004,605 |
| MONDELEZ INTL INC, 4,223 SH | $227,324 | $227,324 |
| MORGAN STANLEY, 2,059 SH | $365,534 | $365,534 |
| MOTOROLA SOLUTIONS INC, 648 SH | $248,391 | $248,391 |
| NEXTERA ENERGY INC, 8,334 SH | $669,054 | $669,054 |
| NORTHROP GRUMMAN CORP, 395 SH | $225,233 | $225,233 |
| ORACLE CORP, 1,638 SH | $319,263 | $319,263 |
| PARKER-HANNAFIN CORP, 399 SH | $350,705 | $350,705 |
| PEPSICO INC, 1,609 SH | $230,924 | $230,924 |
| PHILLIPS 66, 3,273 SH | $422,348 | $422,348 |
| PNC FINANCIAL SERVICES GROUP, 1,062 SH | $221,671 | $221,671 |
| PROCTER & GAMBLE CO, 1,953 SH | $279,884 | $279,884 |
| PROLOGIS INC, 1,547 SH | $197,490 | $197,490 |
| RAYMOND JAMES FINL INC, 1,931 SH | $310,099 | $310,099 |
| REGIONS FINANCIAL CORP, 10,294 SH | $278,967 | $278,967 |
| QUEST DIAGNOSTICS INC, 1,730 SH | $300,207 | $300,207 |
| S&P GLOBAL INC, 465 SH | $243,004 | $243,004 |
| SOLSTICE ADVANCED MATLS INC, 317 SH | $15,400 | $15,400 |
| STARBUCKS CORP, 3,673 SH | $309,303 | $309,303 |
| TJX COMPANIES INC, 1,697 SH | $260,676 | $260,676 |
| UNION PACIFIC CORP, 1,190 SH | $275,271 | $275,271 |
| UNITEDHEALTH GROUP, 504 SH | $166,375 | $166,375 |
| VISA INC, 1,575 SH | $552,368 | $552,368 |
| WALMART INC, 3,511 SH | $391,161 | $391,161 |
| WASTE MGMT INC DEL, 1,594 SH | $350,218 | $350,218 |
| ZOETIS INC, 1,305 SH | $164,195 | $164,195 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $134 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $134 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $80 | $0 | $80 |
| INSURANCE | $1,912 | $0 | $1,912 |
| PENALTIES | $100 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,004,767 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $263,061 | Amt |
| Net Investment Income | $236,755 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,306 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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