FIVE TOGETHER FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FIVE TOGETHER FOUNDATION TR (EIN 25-6889820)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202612379349100856
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T11:37:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH 18TH STREET SUITE 3000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032757 | 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 | 256889820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE TOGETHER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O COZEN O'CONNOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIVE | BusinessNameControlTxt |
| Phone | 2156652079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY 1650 MARKET ST STE 2 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032097 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW KAMENS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2156652079 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DOUGHERTY | PreparerPersonNm |
| PTIN | P00200301 | PTIN |
| Phone | 2158818800 | PhoneNum |
| 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 | $49,609,110 | 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 | $3,600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,200,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,200,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,815,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,211,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,611,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,558 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,558 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,619 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,619 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $88,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $453,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $365,119 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,870 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,098 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,759 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,759 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $685,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $532,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,498,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,498,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,184,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,030,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,490,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $939,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $949,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $949,229 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $906,835 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $894,328 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $906,835 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $906,835 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $41,136,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,140,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,753,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,969,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,996,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,609,110 | 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 | $42,969,918 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,996,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,969,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,996,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,969,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,996,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,969,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,996,800 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,996,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $9,770,012 | $9,404,729 | $365,283 | $365,283 | |
| JP MORGAN X0008 - CAPITAL GAIN DISTRIBUTIONS | $45,387 | $45,387 | $45,387 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,130 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,130 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,417 | OverpaymentAmt |
| Applied To ES Tax | $33,417 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COZEN O'CONNOR | IndividualWithBooksNm |
| Phone | 2156652079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY PLACE 1650 MARKET | AddressLine1Txt |
| Address Line2 | STREET SUITE 2800 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAURIE T FRANZ | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| RACHEL TOLL GRASSI | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | VICE-PRESIDENT | 0.25 | $0 | $0 | $0 |
| JACOB TOLL | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | VICE-PRESIDENT | 0.25 | $0 | $0 | $0 |
| JOSHUA GOLDFEIN | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | SECRETARY | 0.25 | $0 | $0 | $0 |
| DEBORAH TOLL GRUELLE | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | TREASURER | 0.25 | $0 | $0 | $0 |
| MATTHEW H KAMENS | |||||||||
| COZEN OCONNOR - ONE LIBERTY PLACE | 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 191033508 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LESTER E LIPSCHUTZ | |||||||||
| COZEN OCONNOR - 1801 N MILITARY | TRAIL SUITE 200 | BOCA RATON | FL | 33431 | DIRECTOR | 0.25 | $0 | $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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| COZEN O'CONNOR | ||||||
| 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 19103 | LEGAL / FOUNDATION ADMINISTRATION | $244,869 | |
| AMY HOLDSMAN | ||||||
| C/O FIVE TOGETHER FOUNDATION 1650 | PHILADELPHIA | PA | 19103 | GRANT CONSULTANT | $209,000 | MARKET STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,444,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $819,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,263,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,263,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $693,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,569,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,278,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,278,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,713 | TotalTaxAmt |
| Distributable Before Adj | $2,257,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,257,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,257,767 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,030,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,030,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,257,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,458,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,953,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,457,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,623,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,217,817 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,711,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,030,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,257,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,772,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,484,114 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $3,600,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,884,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $812,748 | ExcessFromYear4Amt |
| Excess From Year3 | $2,457,011 | ExcessFromYear3Amt |
| Excess From Year2 | $2,623,784 | ExcessFromYear2Amt |
| Excess From Year1 | $2,217,817 | ExcessFromYear1Amt |
| Excess From Current Year | $2,772,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BRIDGE FOR KIDS | |||||||
| 4445 EASTGATE MALL SUITE 200 | SAN DIEGO | CA | 92121 | N/A | PC | GENERAL SUPPORT | $60,000 |
| ABOLITIONIST LAW CENTER | |||||||
| PO BOX 8654 | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $100,000 |
| ACLU FOUNDATION OF SAN DIEGO & IMPERIAL COUNTIES | |||||||
| 2760 FIFTH AVE SUITE 300 | SAN DIEGO | CA | 92101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| AFRICAN FAMILY HEALTH ORGANIZATION | |||||||
| 5901 LARCHWOOD AVE | PHILADELPHIA | PA | 19143 | N/A | PC | GENERAL SUPPORT | $75,000 |
| AGAHOZO-SHALOM YOUTH VILLAGE | |||||||
| 234 FIFTH AVENUE 2ND FL SUITE 209 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $100,000 |
| AMIGOS OF COSTA RICA | |||||||
| PO BOX 748 | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL SUPPORT | $88,000 |
| AVESTA HOUSING DEVELOPMENT CORPORATION | |||||||
| 307 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | GENERAL SUPPORT | $100,000 |
| BABY'S BOUNTY | |||||||
| 3400 W DESERT INN RD | LAS VEGAS | NV | 89102 | N/A | PC | GENERAL SUPPORT | $50,000 |
| CHANGE SUMMER INC | |||||||
| 19 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $125,000 |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $300,000 |
| COMMUNITY SPONSORSHIP HUB | |||||||
| 1360 UNIVERSITY AVE W SUITE 104 | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL SUPPORT | $100,000 |
| EARTH UNIVERSITY FOUNDATION | |||||||
| 151 ELLIS ST NE FLOOR 1 STE 133 | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $320,490 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 100 CROSBY PARKWAY KC1D-FCS | COVINGTON | KY | 41015 | N/A | NC | GENERAL SUPPORT | $750,000 |
| GIRLS LEADERSHIP INSTITUTE INC | |||||||
| 1675 7TH STREET SUITE 24423 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $100,000 |
| HIAS AND COUNCIL MIGRATION SERIVICE OF PHILADELPHIA | |||||||
| 123 S BROAD ST STE 950 | PHILADELPHIA | PA | 19109 | N/A | PC | GENERAL SUPPORT | $300,000 |
| HISPANICS IN PHILANTHROPY | |||||||
| 414 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $100,000 |
| HUMBLE DESIGN INC | |||||||
| 180 N SAGINAW STREET | PONTIAC | MI | 48342 | N/A | PC | GENERAL SUPPORT | $100,000 |
| IMPACT SERVICES CORPORATION | |||||||
| 1952 E ALLEGHENY AVE | PHILADELPHIA | PA | 19134 | N/A | PC | GENERAL SUPPORT | $25,000 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | N/A | PC | GENERAL SUPPORT | $50,000 |
| JEVS FOUNDATION | |||||||
| 1845 WALNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL SUPPORT | $100,000 |
| JEWISH FAMILY SERVICES OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL SUPPORT | $75,000 |
| LA PUERTA ABIERTA INC | |||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL SUPPORT | $55,000 |
| LEGAL AID SOCIETY | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $100,000 |
| MONARCH SCHOOL PROJECT | |||||||
| 1625 NEWTOWN AVE | SAN DIEGO | CA | 92113 | N/A | PC | GENERAL SUPPORT | $75,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAINE AVENUE 7TH FL | NORWALK | CT | 06851 | N/A | PC | GENERAL SUPPORT | $100,000 |
| NEW VENTURE FUND | |||||||
| 1828 L ST NW SUITE 400-A | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $100,000 |
| OVERTOWN YOUTH CENTER INC | |||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $100,000 |
| PREBLE STREET | |||||||
| 55 PORTLAND ST | PORTLAND | ME | 04101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RESONATE WORKSHOPS | |||||||
| 1325 J ST 1550 | SACRAMENTO | CA | 95814 | N/A | PC | GENERAL SUPPORT | $85,000 |
| SADIE NASH LEADERSHIP PROJECT | |||||||
| 4 W 43RD STREET SUITE 502 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $100,000 |
| SPREAD THE VOTE | |||||||
| 8601 LINCOLN BLVD SUITE 180/569 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL SUPPORT | $150,000 |
| STRATEGIES FOR YOUTH INC | |||||||
| 1000 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL SUPPORT | $60,000 |
| TEEN UP-WARD BOUND INC | |||||||
| 13250 NW 28 AVE | OPA LOCKA | FL | 33054 | N/A | PC | GENERAL SUPPORT | $30,000 |
| THE SHADE TREE INC | |||||||
| 1 W OWENS AVE | NORTH LAS VEGAS | NV | 89030 | N/A | PC | GENERAL SUPPORT | $25,000 |
| TOUCHING MIAMI WITH LOVE | |||||||
| 711 NW 6TH AVE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $50,000 |
| YOUTH REPRESENT | |||||||
| 11 PARK PLACE SUITE 1512 | NEW YORK | NY | 11216 | N/A | PC | GENERAL SUPPORT | $250,000 |
| YOUTH SENTENCING & REENTRY PROJECT | |||||||
| 1528 WALNUT STREET SUITE 515 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,498,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,200,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,611,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,611,208 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND JANE TOLL FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COZEN 1650 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY GROUP LLC | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REDISTRIBUTION OUT OF CORPUS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XII, LINE 7 | FormAndLineReferenceDesc |
| Medium Explanation | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSFIVE TOGETHER FOUNDATION, EIN: 25-6889820TAX YEAR ENDING DECEMBER 31, 2025PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT-YEAR CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S (YEARS') DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN THESE PRIOR TAX YEAR(S):TAX YEAR AMOUNT2020 $2,458,7822021 $1,141,218 TOTAL: $3,600,000THIS ELECTION IS MADE TO SATISFY THE IRC 4942(G)(3) REDISTRIBUTION REQUIREMENT APPLICABLE TO THE ROBERT AND JANE TOLL FOUNDATION'S GRANT TO THIS FOUNDATION.THE FOUNDATION REPRESENTS THAT THE ELECTED AMOUNTS:1. WERE PREVIOUSLY TREATED AS DISTRIBUTIONS OUT OF CORPUS UNDER THE ORDERING RULES OF IRC 4942(H) (I.E., TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III));2. HAVE NOT BEEN USED FOR ANY OTHER PURPOSE (INCLUDING, FOR EXAMPLE, SATISFYING ANY PRIOR REDISTRIBUTION REQUIREMENTS OR REDUCING ANY PRIOR YEAR'S UNDISTRIBUTED INCOME);3. OCCURRED WITHIN THE PRECEDING FIVE YEARS; AND4.WILL NOT BE USED LATER FOR ANY OTHER PURPOSE.A PDF OF THE SIGNED COPY OF THIS ELECTION IS ATTACHED TO THE E-FILE OF THIS RETURN. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY 500 INDEX FUND | AT COST | $13,344,867 | $16,611,672 |
| INVESCO QQQ TRUST SERIES 1 | AT COST | $1,655,518 | $1,984,221 |
| ARTISAN INTL VAL-INST | AT COST | $824,527 | $895,718 |
| FIDELITY INTL INDX-INST PRM | AT COST | $1,546,047 | $1,855,039 |
| JPMORGAN BETABUILDERS CANADA | AT COST | $802,077 | $1,060,107 |
| VANGUARD FTSE EUROPE ETF | AT COST | $2,932,726 | $3,587,203 |
| ISHARES MSCI JAPAN ETF | AT COST | $1,147,489 | $1,334,955 |
| ISHARES CORE MSCI EMERGING | AT COST | $2,846,296 | $3,501,624 |
| BLACKROCK HIGH YIELD-K | AT COST | $1,059,207 | $1,054,830 |
| DODGE & COX INCOME-I | AT COST | $2,682,795 | $2,773,654 |
| ISHARES 7-10 YEAR TREASURY B | AT COST | $1,068,741 | $1,056,221 |
| PIMCO TOTAL RETURN FUND-INST | AT COST | $1,619,342 | $1,684,813 |
| VANGUARD TTL BD MKT IDX-ADM | AT COST | $5,917,815 | $6,044,812 |
| STATE STREET HEALTH CARE SELECT | AT COST | $438,020 | $464,090 |
| STATE STREET CONSUMER STAPLES | AT COST | $113,253 | $108,752 |
| STATE STREET CONSUMER DISCRETI | AT COST | $215,715 | $250,522 |
| STATE STREET ENERGY SELECT SEC | AT COST | $107,011 | $108,019 |
| STATE STREET FINANCIAL SELECT | AT COST | $667,849 | $808,843 |
| STATE STREET INDUSTRIAL SELECT | AT COST | $314,429 | $348,089 |
| STATE STREET TECHNOLOGY SELECT | AT COST | $854,068 | $1,126,997 |
| STATE STREET COMMUNICATION SER | AT COST | $209,906 | $257,571 |
| STATE STREET UTILITIES | AT COST | $334,063 | $351,339 |
| JPMORGAN BETABUILDERS DEVELO | AT COST | $438,975 | $483,955 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COZEN O'CONNOR | CategoryTxt |
| Legal Fees | $88,750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $12 | $0 | $12 |
| AGENT FEES | $100 | $0 | $100 |
| GRANT MANAGEMENT EXPENSES | $8,910 | $0 | $8,910 |
| MISC OFFICE AND EMPLOYEE EXPENSES | $4,204 | $0 | $4,204 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMEOWNERSHIP LENDING LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | U-HAB (BORROWER) | InsiderRelationshipTxt |
| Loan Original | $1,200,000 | LoanOriginalAmt |
| Balance Due | $906,835 | BalanceDueAmt |
| Note | 2021-05 | NoteDt |
| Loan Maturity | 2027-11 | LoanMaturityDt |
| Repayment Terms | OUTSTANDING PRINCIPAL BALANCE PLUS UNPAID INTEREST DUE BY MATURITY | RepaymentTermsTxt |
| Interest | 1.500000000000 | InterestRt |
| Loan Purpose | CHARITABLE | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING | $209,000 | $0 | $209,000 |
| INVESTMENT ADVISORY FEES | $87,935 | $87,935 | $0 |
| FOUNDATION ADMINISTRATION | $156,119 | $0 | $156,119 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $32,772 | $0 | $0 |
| FOREIGN TAX | $24,098 | $24,098 | $0 |
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