MOSI FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MOSI FOUNDATION (EIN 74-3071480)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202612249349100501
- Schema version
- 2025v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T04:44:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263838358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKER SIMPSON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 N PROVIDENCE RD BLDG 2 STE | AddressLine1Txt |
| Address Line2 | 2000E | AddressLine2Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 | 743071480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSI | BusinessNameControlTxt |
| Phone | 6103971628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 PASTURE LANE APT 133 | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD A ISOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103971628 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEX P JONES CPA | PreparerPersonNm |
| PTIN | P01627072 | PTIN |
| Phone | 6105445900 | PhoneNum |
| Preparation | 2026-08-04 | 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 | $6,258,662 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $307,656 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,772 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,772 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,772 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $122,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,093 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $122,093 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,148 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$121,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$121,551 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$121,551 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $399,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,315 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,700 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,767 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $43,767 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $47,467 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $854,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $854,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $917,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $47,467 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $854,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$518,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $543,846 | CashBOYAmt |
| Cash EOY | $383,726 | CashEOYAmt |
| Cash EOYFMV | $383,726 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,763,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,782,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,946,594 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $298,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $298,810 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $304,465 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $680,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $648,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $623,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,286,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,113,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,258,662 | 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 | $3,286,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,113,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,286,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,113,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,286,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,113,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,286,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$518,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $345,628 | OtherIncreasesAmt |
| Subtotal | $3,113,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,113,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN | 2024-12-31 | 2025-12-31 | $1 | $1 | $1 | ||
| RWA GAINS AND LOSSES | 2024-12-31 | 2025-12-31 | $463,418 | $172,005 | $172,005 | $291,413 | |
| VOYAGER MACK | 2024-12-31 | 2025-12-31 | -$395 | -$395 | $395 | P | |
| BEGIN MACK, KP | 2024-12-31 | 2025-12-31 | -$91,463 | -$91,463 | $91,463 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,148 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,950 | 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 | $2,950 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,346 | OverpaymentAmt |
| Applied To ES Tax | $2,346 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | GERALD A ISOM | IndividualWithBooksNm |
| Phone | 6103971628 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 PASTURE LANE 133 | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD A ISOM | ||||||||
| 74 PASTURE LANE 114 | BRYN MAWR | PA | 19010 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JANA L DE LEON | ||||||||
| 1204 LEMONTON COURT | GULPH MILLS | PA | 19428 | SECRETARY | 7.00 | $5,000 | $0 | $0 |
| JENNIFER O'MALLEY | ||||||||
| 222 BERWIND ROAD | RADNOR | PA | 19087 | TREASURER | 7.00 | $5,000 | $0 | $0 |
| KAREN M SCHMID | ||||||||
| 722 MONTGOMERY STREET 202 | SAN FRANCISCO | CA | 94111 | DIRECTOR | 7.00 | $5,000 | $0 | $0 |
| EVELYN R ISOM | ||||||||
| 74 PASTURE LANE 114 | BRYN MAWR | PA | 19010 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDING FOR THE FOUNDATION'S VARIOUS CHARITABLE ENDEAVORS. | Description1Txt |
| Expenses1 | $854,424 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $854,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $854,424 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $854,424 | CurrentYearAmt |
| Year1 | $629,265 | Year1Amt |
| Year2 | $648,847 | Year2Amt |
| Year3 | $564,441 | Year3Amt |
| Total | $2,696,977 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $854,424 | CurrentYearAmt |
| Year1 | $629,265 | Year1Amt |
| Year2 | $648,847 | Year2Amt |
| Year3 | $564,441 | Year3Amt |
| Total | $2,696,977 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD A ISOM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $92,072 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $60,741 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $71,145 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $89,211 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $73,660 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $77,930 |
| BEAUMONT RETIREMENT | ||||||
| 601 N ITHAN AVE | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $37,483 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | CHARITABLE PURPOSES | $50,360 |
| COMMUNITY COLLEGE OF PHILADELPHIA | ||||||
| 1700 SPRING GARDEN | PHILADELPHIA | PA | 19130 | PC | CHARITABLE PURPOSES | $10,622 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $36,913 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $29,637 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $34,180 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $29,639 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $29,054 |
| FARNSWORTH MUSEUM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | CHARITABLE PURPOSES | $41,043 |
| HANSEN FOUNDATION | ||||||
| 572 S ODESSA AVE | EGG HARBOR CITY | NJ | 08215 | PC | CHARITABLE PURPOSES | $11,454 |
| KINDLE HILL FOUNDATION | ||||||
| 901 MORRIS ROAD | BLUE BELL | PA | 19422 | PC | CHARITABLE PURPOSES | $11,454 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | PC | CHARITABLE PURPOSES | $10,622 |
| PEPPERDINE UNIVERSITY | ||||||
| 24255 PACIFIC COAST HWY | MALIBU | CA | 90263 | PC | CHARITABLE PURPOSES | $15,224 |
| PHILABUNDANCE | ||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | PC | CHARITABLE PURPOSES | $20,736 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CHARITABLE PURPOSES | $10,622 |
| THE SHIPLEY SCHOOL | ||||||
| 814 YARROW ST | BRYN MAWR | PA | 19010 | PC | CHARITABLE PURPOSES | $10,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $854,424 | 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 | $10,772 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,093 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,148 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| VOYAGER MACK | -$4,828 |
| ABOVE THE FOLD LLC | -$7,070 |
| BEGIN MACK, KP | -$3,073 |
| UMT MACK, LP | -$4,702 |
| TH MACK | -$101,878 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,013 | ExclusionAmt |
| Related Or Exempt Function Incm | -$121,551 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,462 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | REVENUE ULTIMATELY INCREASED FUND BALANCE, AND IN THE PROCESS, WILL DIRECTLY RESULT IN LARGER ANNUAL DONATIONS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GERALD ISOM | ||||||
| 1 | 74 PASTURE LANE | BRYN MAWR | PA | 19010 | $194,158 | Yes (X) |
| MARCO AND JANA DELEON | ||||||
| 2 | 1204 LEMONTON COURT | GULPH MILLS | PA | 19428 | $56,846 | Yes (X) |
| MATTHEW AND JENNIFER O'MALLEY | ||||||
| 3 | 222 BERWIND ROAD | RADNOR | PA | 19087 | $56,652 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2730 SHARES OF COCA COLA | $194,158 | 2025-11-14 |
| 2 | 800 SHARES OF COCA COLA | $56,846 | 2025-11-18 |
| 3 | 800 SHARES OF COCA COLA | $56,652 | 2025-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP 6 NCUM PFD SR G | $100,000 | $100,400 |
| JPMORGAN CHASE & CO | $98,805 | $100,560 |
| MORGAN STANLEY | $100,005 | $103,505 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON | $44,764 | $115,410 |
| AMER EXPRESS COMPANY | $39,604 | $273,763 |
| AMGEN INC | $61,843 | $98,193 |
| APPLE INC | $20,059 | $271,860 |
| BLACKROCK INC | $42,400 | $283,640 |
| CASH | $14,448 | $14,448 |
| CATERPILLAR INC | $82,057 | $332,265 |
| CIGNA | $23,889 | $187,156 |
| COCA COLA | $80,856 | $245,734 |
| DEUTSCHE TELE AG | $54,838 | $163,500 |
| DISNEY (WALT) CO | $30,046 | $171,780 |
| EXXON MOBIL | $64,645 | $186,527 |
| HOME DEPOT | $22,392 | $259,796 |
| JACOBS SOLUTIONS | $44,371 | $66,230 |
| JOHNSON AND JOHNSON | $7,743 | $157,489 |
| JP MORGAN | $50,565 | $128,888 |
| LOWES COMPANIES INC | $3,062 | $24,116 |
| MCDONALDS CORP. | $14,288 | $213,941 |
| MICROSOFT CORP. | $14,376 | $290,172 |
| NXP SEMICONDUCTORS N.V. | $83,448 | $141,748 |
| STRYKER CORP | $91,442 | $140,940 |
| TARGET CORP | $33,637 | $97,750 |
| UNION PACIFIC | $91,417 | $173,490 |
| ASML HLDG NV N Y REGISTRY SHS | $101,306 | $160,479 |
| DUKE ENERGY CORP NEW DP REP PFD A | $99,880 | $99,880 |
| KEYCORP DEP SHS 1/40 E | $99,400 | $99,120 |
| SCHWAB CHARLES FAMILY FUND GOVT MONEY INV | $369,275 | $369,275 |
| VOYAGER TECHNOLOGIES INC COM CL A | $0 | $81,844 |
| WELLS FARGO & CO NON CUM PFD Y | $96,600 | $97,160 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEWTOWN WALK II | FMV | $9,144 | $9,144 |
| UMT MACK | FMV | $179,259 | $167,866 |
| ABOVE THE FOLD | FMV | $200,000 | $185,868 |
| BEGIN LEARNING | FMV | $1 | $1,153 |
| STRAFFORD WALK | FMV | $259,846 | $259,846 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VOYAGER MACK | -$4,828 | -$4,828 | -$4,828 |
| ABOVE THE FOLD LLC | -$7,070 | -$7,070 | -$7,070 |
| BEGIN MACK, KP | -$3,073 | -$3,073 | -$3,073 |
| UMT MACK, LP | -$4,702 | -$4,702 | -$4,702 |
| TH MACK | -$101,878 | -$101,878 | -$101,878 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE ON SECURITIES | Desc |
| Amt | $345,628 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY | $43,314 | $43,314 | $43,314 | $0 |
| BROKERAGE FEES | $453 | $453 | $453 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INVESTMENTS | CategoryTxt |
| Amt | $526 | Amt |
| Net Investment Income | $526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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